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2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-26 |
| FL | RA | APPROVED | 2022-03-30 |
| NJ | RA | APPROVED | 2019-06-20 |
Branch Locations
2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Florham Park | NJ | 08/2016 | 05/2019 |
| Private Client Services | Palm Beach | FL | 05/2019 | 12/2024 |
| Hudson Value Partners, Llc | Palm Beach | FL | 05/2019 | Present |
1) WHITEROCK AI. PO BOX 25, WEST GROVE, PA 19390. WHITEROCK AI IS A STARTUP DATA SCIENCE COMPANY SEEKING THE USE OF ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING TO IMPROVE BAD DEBT RECOVERY RATES. SERVE AS AN ADVISORY BOARD MEMBER. 3 HOURS/MO; 0 DURING TRADING HOURS. 2) HVP OPPORTUNITIES FUND, LP / HVP OPPORTUNITIES FUND MANAGEMENT LLC, INVESTMENT RELATED, 2875 SOUTH OCEAN BLVD, SUITE 200-26, PALM BEACH, FL 33480, HVP OPPORTUNITIES FUND, LP IS A LIMITED PARTNERSHIP VERSION OF SEPARATE ACCOUNT STRATEGY FOR ACCREDITED INVESTORS. HVP OPPORTUNITIES FUND MANAGEMENT LLC IS THE GENERAL PARTNER TO THE FUND, AS A MANAGING MEMBER OF THE LLC THAT IS THE GP, I HELP TO OVERSEE FUND OPERATIONS AND AS OUTLINED IN THE PPM AND HAVE HIRED THE FUND'S INVESTMENT ADVISOR, HUDSON VALUE PARTNERS LLC, NUMBER OF HOURS PER MONTH: 5, NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 5, START DATE: 07/15/2021. 3) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT-RELATED; STARTED 05/2019; APPROXIMATELY 1 HOUR PER MONTH, ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
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